Financial Advisory Service, Inc. American Centy ETF Tr Diversif Transaction History

Financial Advisory Service, Inc.

  • $1.15 Billion
  • Q1 2025

A detailed history of Financial Advisory Service, Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 73,460 shares of TAXF stock, worth $3.57 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
73,460
Previous 66,506 10.46%
Holding current value
$3.57 Million
Previous $3.33 Million 9.0%
% of portfolio
0.32%
Previous 0.3%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$49.19 - $50.86 $342,067 - $353,680
6,954 Added 10.46%
73,460 $3.63 Million
Q4 2024

Feb 14, 2025
BUY
$49.94 - $51.44 $309,677 - $318,979
6,201 Added 10.28%
66,506 $3.33 Million
Q3 2024

Oct 17, 2024
BUY
$50.16 - $51.43 $524,723 - $538,009
10,461 Added 20.99%
60,305 $3.1 Million
Q2 2024

Jul 29, 2024
BUY
$49.73 - $50.54 $191,908 - $195,033
3,859 Added 8.39%
49,844 $2.51 Million
Q1 2024

Apr 29, 2024
BUY
$50.35 - $51.11 $169,981 - $172,547
3,376 Added 7.92%
45,985 $2.32 Million
Q4 2023

Jan 23, 2024
SELL
$47.22 - $51.02 $158,092 - $170,814
-3,348 Reduced 7.29%
42,609 $2.17 Million
Q3 2023

Oct 23, 2023
BUY
$47.95 - $50.33 $2.2 Million - $2.31 Million
45,957 New
45,957 $2.2 Million
Q1 2023

May 11, 2023
BUY
$49.09 - $50.78 $900,801 - $931,813
18,350 Added 91.09%
38,494 $1.94 Million
Q4 2022

Feb 01, 2023
BUY
$47.14 - $49.7 $345,583 - $364,350
7,331 Added 57.22%
20,144 $985,000
Q3 2022

Oct 20, 2022
SELL
$47.67 - $51.14 $218,995 - $234,937
-4,594 Reduced 26.39%
12,813 $611,000
Q2 2022

Aug 02, 2022
SELL
$49.15 - $51.57 $1.7 Million - $1.78 Million
-34,581 Reduced 66.52%
17,407 $868,000
Q1 2022

May 04, 2022
SELL
$51.47 - $55.25 $331,363 - $355,699
-6,438 Reduced 11.02%
51,988 $2.68 Million
Q4 2021

Feb 11, 2022
BUY
$54.76 - $55.4 $1.13 Million - $1.15 Million
20,692 Added 54.84%
58,426 $3.23 Million
Q3 2021

Nov 15, 2021
BUY
$55.11 - $55.92 $35,986 - $36,515
653 Added 1.76%
37,734 $2.08 Million
Q2 2021

Jul 29, 2021
BUY
$54.62 - $55.7 $162,549 - $165,763
2,976 Added 8.73%
37,081 $2.06 Million
Q1 2021

May 17, 2021
BUY
$54.31 - $55.48 $136,426 - $139,365
2,512 Added 7.95%
34,105 $1.86 Million
Q4 2020

Feb 10, 2021
BUY
$53.23 - $54.65 $724,886 - $744,223
13,618 Added 75.76%
31,593 $1.73 Million
Q3 2020

Nov 16, 2020
BUY
$52.73 - $54.08 $64,594 - $66,248
1,225 Added 7.31%
17,975 $963,000
Q2 2020

Jul 21, 2020
BUY
$49.72 - $52.85 $832,810 - $885,237
16,750 New
16,750 $885,000
Q1 2020

May 14, 2020
SELL
$47.56 - $54.91 $222,961 - $257,418
-4,688 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$52.43 - $53.14 $245,791 - $249,120
4,688 New
4,688 $248,000

Others Institutions Holding TAXF

# of Institutions
97
Shares Held
8.49M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

TAXF Quotes by TradingView
  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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